Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Charitable Giving, Financial Education
Joe Klein is a Financial Advisor with MassMutual Greater Houston. With over 25 years of experience as an advisor, Joe brings extensive investment experience and knowledge when serving the unique needs of high net-worth individuals, accredited investors as well as corporate and commercial clients.
Prior to joining MassMutual Greater Houston, he served as Senior Financial Consultant with Comerica Securities. As Managing Director at U.S. Capital, he worked with high net worth individuals providing Advisor and Brokerage Services. Previously, he was with Amegy Bank of Texas Wealth Management (2001 – 2016) and JP Morgan Private Bank Wealth Management from 1989 – 2001. Joe Began his financial services career with Merrill Lynch – Pierce Fenner and Smith working with individuals and corporate clients on the Merrill Consults Wealth Management platform.
Joe is a graduate of Florida State University and serves on the Advisory Panel for the Custoemr Experience Program - C.T. Bauer College of Business, University of Houston, as well as a Trustee for the Network for Family Recovery, a 503(c)(3) non-profit organization serving as a resource for family members of individuals currently in treatment for addiction related illness. He is a Life Member of the Houston Livestock Show and Rodeo as well as the 100 Club. Joe currently resides in Cypress, Texas.
Florida State University
Trustee for the Network for Family Recovery
Life Member of the Houston Livestock Show and Rodeo
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1575 Sawdust Rd Suite 150
Woodlands, TX 77380